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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,956 |
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $6,282 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,830 | $51,184+40.3% | $66,439+8.1% | $86,983-17.4% |
| Participation rate | 90.2% | 68.5%+21.8pp | 74.5%+15.7pp | 69.5%+20.7pp |
| Annual return | 9.24% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $3,443 | $2,023+70.2% | $2,637+30.6% | $2,584+33.2% |
| Participant deferral / active EE | $3,622 | $2,927+23.7% | $3,876-6.6% | $4,194-13.6% |
| Admin fee / account holder | $106 | $4,154-97.5% | $6,173-98.3% | $7,856-98.7% |